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Articles about CRM by Gridlex

Medical Device Reps Don’t Need More Data. They Need More Time.

Posted In | CRM

Medical Device reps are buried in compliance tasks, CRM screens, and admin overhead. Gridlex uses AI to quietly automate the busywork—recommending next actions, guiding rep focus, and embedding contract and compliance signals into the daily workflow.

Stakeholder Portals in MedTech: It’s Time to Raise the Bar

Posted In | CRM | Help Desk

Medical Device companies need more than static portals to engage physicians, hospitals, and reimbursement teams. Gridlex enables dynamic, AI-powered stakeholder portals that replace spreadsheets, emails, and siloed apps with real-time, compliant, and customizable engagement workflows.

Why Food & Beverage Distributors Must Transform Post-Sale Service to Stay Competitive

Posted In | CRM | Help Desk | Finance | Accounting Software | Ticketing Software | Omnichannel Shared Inbox

Food & beverage distributors face rising demands for responsive, traceable customer service. Traditional ticketing and inbox tools fail to support complex cross-functional workflows involving logistics, finance, QA, and compliance. This article explores how modern, role-based ticketing systems—linked to orders, lots, and returns—are reshaping post-sale service in distribution, and how Gridlex enables this with deeply customizable, AI-powered workflows.

Unlocking Revenue Visibility for Machinery & Equipment Distributors—Without Exposing Your ERP

Posted In | CRM | Help Desk | Finance | Accounting Software

Machinery and equipment distributors often struggle to give sales teams account-level financial insights without compromising ERP integrity. Gridlex delivers role-based visibility into revenue, collections, and margin data—embedded within CRM and CPQ tools—without opening access to the accounting system.

Build Loyalty and Cut Call Volume with Smart Portals for Building Materials & Lumber Wholesalers

Posted In | CRM | Help Desk | Omnichannel Shared Inbox | Architecture Firms

Building materials and lumber wholesalers can dramatically reduce support calls and enhance dealer satisfaction by implementing branded customer and vendor portals that offer 24/7 self-service access to key documents, orders, and workflows.

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Gridlex

Gridlex provides an Ultra Customizable All-In-One AI App Builder for your specific industries. With a single platform, you can slash tech costs by 50-90%, minimize risk, and accelerate your business velocity.

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Follow Us:
  • Industries
    • Life Sciences
      • Biopharma
      • Medical Devices
    • Professional Services
      • Architecture Firms
      • Engineering Services
      • Government Contracting
    • Manufacturers & Distributors
      • Food & Beverages
      • Lumber and Building Materials
      • Appliances, Machinery & Equipment
  • AI App Builder Capabilities
    • Ultra Customization
      • Custom Models
      • Custom Apps
      • Custom Fields
      • Custom Forms
      • Custom Page Layouts & Views
      • Custom UX
      • Custom Reports & Analytics
      • Custom Permissions
      • Custom Widgets
      • Dashboard, Reporting and Analytics
    • AI Capabilities
      • Workflow-Driven AI Automation
      • Unstructured to Structured Data Conversion
      • AI-Powered Document Understanding
      • Smart Email and Inbox Automation
      • Knowledge Base Generation
      • AI-Enabled Easy Form Entry
      • Customer and Case Intelligence
      • Data Validation and Anomaly Detection
      • Dynamic Content Creation
      • AI-Enabled Data Collection via Portals
      • AI, ML & Data Engineering
    • App Builder Modules
      • Shared Inboxes
      • Master Data Management
      • Portals
      • Multi Entities
      • Test Entities
      • Single Sign-On (SSO) Integration
    • Integrations
  • Support & Services
    • Configuration and Customization Support
    • Data Migration and Loading
  • Resources
    • Success Stories
    • Gridlex Newsletters
    • Gridlex Videos
    • About Us
  • Pricing
  • Apps Login
  • Request Demo